Senior Private Banking Client Advisor

JPMorganChase; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase in Chicago seeks an experienced National Client Banker to advise families on building, preserving and managing wealth, partnering with local coverage markets. You will apply investments, financial planning, credit and banking knowledge to advise current clients and re‑introduce Private Bank capabilities.

National Client Bankers manage a large client book in a fast-paced environment and work with a national team supported by an institutional platform to help clients achieve their

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may be considered but must obtain licenses within 90 days.

Responsibilities

• Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate client referrals and acquire new assets from existing client base
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Re‑engage with clients through proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Private banking experience

Financial services exposure

Regulatory awareness

Education

Bachelor's Degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorganChase in Chicago seeks an experienced National Client Banker to advise families on building, preserving and managing wealth, partnering with local coverage markets. You will apply investments, financial planning, credit and banking knowledge to advise current clients and re‑introduce Private Bank capabilities.

National Client Bankers manage a large client book in a fast-paced environment and work with a national team supported by an institutional platform to help clients achieve their